New all time high, page-29

If you follow the banks, the new norm will be reduced dividends as they are not sustainable at current levels - thus a drop in their appeal and share price.
SYD will/is the new norm, offering a steady/manageable dividend stream and capital growth commensurate with their perceived ongoing growth potential.
Throw in a lower/falling $A combined with reducing interest rates and you have plenty of upside still in play.